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 investment proposal samples

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Product Development and Portfolio Management RFI/RFP Template

Corporate Objectives Definition, Portfolio Definition, Product Investment, Product Investment Scoring, Portfolio Balancing, Product Investment Monitoring, Application Technology 

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Documents related to » investment proposal samples

IT Investment Decision Making: Getting to "Yes"


Many technology sales cycles get bogged down in the IT department. But while it is unlikely that a sale will get anywhere without IT management buy-in, IT approval is no guarantee of success. Getting a “yes” requires accessing and influencing other decision-makers, especially in the finance department. And along the way, there are plenty of others who can say “no.”

investment proposal samples  Investment Decision Making: Getting to Yes Getting to “yes” requires accessing and influencing other key decision makers especially those in the finance department. And along the way, there are plenty of others who can say “no” Source : Quocirca Ltd Resources Related to IT Investment Decision Making: Getting to Yes : Information Technology (IT), (Wikipedia) Decision Making (Wikipedia) IT Investment Decision Making: Getting to Yes Investment Decisions is also known as : Investment Read More

Developing an Effective CMMS Implementation Plan


Today’s maintenance staff is tasked with doing more with less. The challenge here is that their efficiency ratings when measured can be as low as 10% to 40%. So where does your maintenance department stand in terms of these statistics? Although CMMS software has been around for more than 20 years, and the adoption rate continues to climb, many companies still struggle with creating an efficient centralized maintenance and operations program.

investment proposal samples  to live with this investment for many years, so measure the over all costs to maintain any software package long term. In dealing with legacy systems, you will need to define what systems need immediate integration and what systems can be phased in. Again, your vendor can speak from experience and much of this will be determined by how fast you wish to move. Define training and personnel requirements to introduce the new program. One of the issues we run across is with larger organizations that have Read More

How to Choose a Service and Maintenance Application


If you’re not using a service and maintenance application, you may have reached the point where manual systems no longer support the pace of business. Where to start? You should know the five important questions to ask before implementing. The ten essential features to look for. How to prepare for product demonstrations. And the five most common mistakes people make.

investment proposal samples  the full return on investment you require. Mistake #3: Ignoring hard-to-quantify benefits It is difficult to calculate possible future gains such as increased productivity, better efficiency, improved customer service, and other hard-to quantify benefits after a new system has been successfully implemented. Remember, these kinds of benefits can dramatically improve your bottom line and should not be overlooked. Mistake #4: Passing the buck Top management and other key personnel within the organization Read More

4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

investment proposal samples  Proposal (RFP) Return on investment (ROI) very important or required Other factors in most complex sales also have contributed to process and performance problems: The economy''companies don''t have the funds to buy Changes in the buying process since the late 90''s'' companies no longer buy products and services without first completing in-depth analyses Required value proposition''sellers must prove that their proposed products or services make or save money Most companies recognize that the world and their Read More

The Five Sure-fire Strategies for Gaining Management Approval for WMS Projects


Despite the consensus that warehouse management systems (WMS) offer many benefits, getting approval for a new system is challenging. You need to get key decision makers in operations, IT, and finance—as well as the executive team and the board of directors—to see value in the proposed WMS. But how can you improve your chances of getting management approval? Discover five strategies for information-gathering and approval.

investment proposal samples  IT''s time and cost investment low. If your company already uses an ERP system or will be implementing one in the near future, you will likely face the ERP versus best-of-breed question when it comes time to talking about your WMS project. This is because ERPs offer a range of functionality that can be used in fulfillment, distribution and other supply chain-related functions. ERP vendors often offer this software at a reduced price for their customers. However, there are serious functionality Read More

The Need for Investment in Enterprise Innovation: Part One


Manufacturers throughout the world are scrambling to respond to ever-changing economic conditions, increasing (or at least fluctuating) material costs, and price-sensitive markets. Success depends upon agility, in particular a capacity to make fast and informed adjustments to strategic plans and continually reorder operational priorities to align with external factors and changes. Innovation is

investment proposal samples  Need for Investment in Enterprise Innovation: Part One Manufacturers throughout the world are scrambling to respond to ever-changing economic conditions, increasing (or at least fluctuating) material costs, and price-sensitive markets. Success depends upon agility, in particular a capacity to make fast and informed adjustments to strategic plans and continually reorder operational priorities to align with external factors and changes. Innovation is increasingly viewed as a principal lever for improving Read More

How To Write a Winning Proposal


Your proposal should prove your case, and motivate the client to buy your services or applications. But all too often, reading a proposal is almost as painfully difficult as writing one. So what are the secrets of truly successful proposal-writing?

investment proposal samples  value or return on investment (ROI) Complying with the specification Proven vendor competence Don''t guess! If you don''t know what the customers care about, ask them. About the Author Tom Sant, founder of The Sant Corporation and author of Persuasive Business Proposals , is internationally recognized as an expert on proposal writing. Sant''s Web site is http://www.santcorp.com/ . Compare ERP solutions now Read More

iQuoteXpress Launches Version 6.0 of Its SaaS CPQ solution


iQuoteXpress has launched the latest version of its software-as-a-service (SaaS) sales proposal, e-catalog, configuration, and reporting software. The latest version of iQuoteXpress has been extended with important new features for lead tracking and calendar/activity functionality. iQuoteXpress added these new features in response to in-depth market research and customer feedback

investment proposal samples  CPQ, configure price quote, manufacturing, SaaS Read More

Configure Price Quote (CPQ)


Configure Price Quote (CPQ) by CallidusCloud does more than automate the quote and proposal process. Data is what makes CPQ work for you.  CPQ provides you with pricing behavior intelligence to help determine pricing trends, manager approval behavior, and sales discounting frequency.  See what products are selling most, to whom, when, and at what price.   Requiring only a browser, CPQ by CallidusCloud allows you to quickly configure, price, quote, propose and sell your offerings from any device. Whether direct business to business or through ecommerce, you can respond to your customer on their timeline.  CPQ guides users to select the correct combination of products and services.  Users are presented with the optimum mix of up-sell and cross-sell offers as well as special pricing promotions. Margins are protected with pricing guardrails and approval workflows. Configuring a solution, quoting, and preparing a proposal shouldn’t be a time consuming process for sales.  When your customer is ready to buy, it is vital sales executes quickly to the customer’s needs and timeline.  CPQ by CallidusCloud guides sales through the quoting process, maximizing the deal size, accelerating the sales cycle, and protecting margin.  Even from a mobile device, all in minutes.    

investment proposal samples  Price Quote (CPQ) Configure Price Quote (CPQ) by CallidusCloud does more than automate the quote and proposal process. Data is what makes CPQ work for you.  CPQ provides you with pricing behavior intelligence to help determine pricing trends, manager approval behavior, and sales discounting frequency.  See what products are selling most, to whom, when, and at what price.   Requiring only a browser, CPQ by CallidusCloud allows you to quickly configure, price, quote, propose and sell your Read More

Battery Ventures' Consona Tenure: Everybody Wins?


Battery Venture's investment in Consona Corporation was one of the last decade's best returns on investment (ROIs) by any private equity firm investing in enterprise software. And there has been a vehement denial of any presumed trade-off between Consona’s research and development (R&D) investment and making money. TEC principal analyst P.J. Jakovljevic takes a look at how this deal might’ve been a winning proposition for all parties.

investment proposal samples  Everybody Wins? Battery Venture''s investment in Consona Corporation was one of the last decade''s best returns on investment (ROIs) by any private equity firm investing in enterprise software. And there has been a vehement denial of any presumed trade-off between Consona’s research and development (R&D) investment and making money. TEC principal analyst P.J. Jakovljevic takes a look at how this deal might’ve been a winning proposition for all parties. Read More

Evaluating the ROI from CardScan Pro for CRM


Data entry and error correction are key roadblocks to return on investment (ROI) from customer relationship management (CRM) software. Manual data entry is time-consuming, and reduces staff effectiveness by taking them away from potential sales opportunities. Automating data entry is one way to reduce missed contacts and incorrect details, and to increase the volume and accuracy of contact entry.

investment proposal samples  roadblocks to return on investment (ROI) from customer relationship management (CRM) software. Manual data entry is time-consuming, and reduces staff effectiveness by taking them away from potential sales opportunities. Automating data entry is one way to reduce missed contacts and incorrect details, and to increase the volume and accuracy of contact entry. Read More

Focus on Corporate Governance Requires a Business-Oriented Selling Approach


If you are selling products or services that are critical to your prospect’s success or for that matter, their very survival, your proposal will likely be elevated to the board of directors level for final approval. How do you sell at the board level?

investment proposal samples  regard to Return on Investment (ROI) for the acquisition of products or services such as yours? Currently, its hard to get proposals adopted in many industries where they payback is more than 12 months. But there is a risk here. If your ROI appears too aggressive, you''ll lose credibility. Boards know that there are no silver bullets for their challenges and problems. Don''t come across as one. There may be pro forma ROI models that your prospect is required to use. If so, you''ll need to get your hands on Read More

IT Governance: Maximizing the Business Investment


Implementing information technology (IT) governance means using a structure of relationships and processes to direct an organization. Some project portfolio management (PPM) vendors have adopted the IT governance mantra to differentiate their solutions from those offered by the enterprise resource planning (ERP) industry.

investment proposal samples  Governance: Maximizing the Business Investment Introduction Information technology (IT) management and chief information officers (CIO) share a common goal to maximize the value of their IT investments. Achieving this requires a strong foothold on the multiple projects taking place at any given time. Identifying risk, resource utilization, and earned value with a portfolio of IT projects necessitates the implementation and adoption of standards processes to track and respond to any red flags that may Read More

Intel Invests in eSoft - "Lintel" Continues to Grow


Intel has invested in eSoft, a maker of Linux-based servers for small businesses, the chip giant's fourth Linux investment. Intel will help the company develop software for Linux servers designed to be used on the Internet.

investment proposal samples  The amount of the investment was not disclosed. Under a deal with Intel also announced today, Intel will help the company develop software for Linux servers designed to be used on the Internet. We are confident this support will enable eSoft to accelerate our future research, development and business expansion activities, eSoft Chief Executive Jeff Finn said in a statement. Intel''s first Linux investment was in Red Hat, the leading seller of the Unix-like operating system. Since then, Intel also has Read More

Effective GRC Management: Strategies for Mitigating Risks and Sustaining Growth in the Tough Economy


A core responsibility among company leaders is to understand the potential return on any investment. So how do executives justify budgeting and spending on governance, risk, and compliance (GRC) management when the return on investment (ROI) is not clear? This paper presents survey results showing that executives are viewing effective GRC management as opportunities for corporate growth.

investment proposal samples  when the return on investment (ROI) is not clear? This paper presents survey results showing that executives are viewing effective GRC management as opportunities for corporate growth. Read More